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IBMF

iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF

Delisted

IBMF was delisted on the 1st of September, 2017.

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59 hedge funds and large institutions have $107M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $97.2M → $107M (+$9.77M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3% less funds holding

Funds holding: 61 → 59 (-2)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$6.01M
2
UR
USCA RIA
Texas
+$2.36M
3
Morgan Stanley
Morgan Stanley
New York
+$1.52M
4
PAG
Private Advisor Group
New Jersey
+$1.49M
5
Wells Fargo
Wells Fargo
California
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.1M
2
UCFA
United Capital Financial Advisors
Texas
-$526K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$517K
4
WTB
Washington Trust Bank
Washington
-$505K
5
Jane Street
Jane Street
New York
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$790K -$206K -7,541 -21%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$729K +$416K +15,275 +133%
Ameriprise
28
Ameriprise
Minnesota
$694K -$141K -5,170 -17%
CIC
29
Carnegie Investment Counsel
Ohio
$624K -$266K -9,750 -30%
VA
30
Valmark Advisers
Ohio
$437K -$19.3K -708 -4%
1IA
31
1834 Investment Advisors
Wisconsin
$421K -$311K -11,400 -42%
AAM
32
Autus Asset Management
Arizona
$395K – – –
LPT
33
Legacy Private Trust
Wisconsin
$364K – – –
BA
34
Boston Advisors
Massachusetts
$347K -$200K -7,335 -37%
BUB
35
BBVA USA Bancshares
Texas
$333K – – –
SB
36
Suntrust Banks
Georgia
$295K +$12K +441 +4%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$282K +$98.6K +3,618 +54%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$245K -$5.32K -195 -2%
FHC
39
First Heartland Consultants
Missouri
$245K – – –
AWA
40
ARS Wealth Advisors
Florida
$232K – – –
WA
41
Winfield Associates
Ohio
$228K – – –
PFS
42
Prospera Financial Services
Texas
$218K – – –
SEIA
43
Signature Estate & Investment Advisors
California
$218K +$218K +8,000 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$196K -$2.56K -94 -1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$169K -$54.5K -2,000 -24%
NCM
46
New Capital Management
Texas
$167K +$80.3K +2,946 +92%
PA
47
Parallel Advisors
California
$130K – – –
WB
48
Webster Bank
Connecticut
$124K – – –
IA
49
IFP Advisors
Florida
$117K +$9.46K +347 +9%
CFA
50
Carroll Financial Associates
North Carolina
$100K – – –
1
2
3

IBMF Hedge Fund Activity: Q1 2017 in Review

59 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q1 2017, worth a combined $107M — up 10% from $97.2M a quarter earlier.

Fund positioning in IBMF was balanced in Q1 2017: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 20 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $6.01M. The largest seller was UBS Group, cutting an estimated $1.1M.

  • 59 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q1 2017, down from 61 in Q4 2016.
  • Funds reported $107M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q1 2017, up 10% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q1 2017 and 7 closed out, a net change of 0 holders.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q1 2017 was AssetMark Inc, an estimated $6.01M added.
  • The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q1 2017 was UBS Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q1 2017.